FirstPurpose Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

FirstPurpose Wealth’s Portfolio DFSD Stock Details DFSD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$4.44M	Buy
2023 Q4	$4.04M	Buy
2023 Q3	$3.15M	Buy
2023 Q2	$3.06M	Buy
2023 Q1	$1.58M	Buy
2022 Q4	$1.21M	Buy
2022 Q3	$871K	Buy
2022 Q2	$854K	Buy
2022 Q1	–	Sell
2021 Q4	$247K	Buy